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Update for Tuesday 27 Aug 2013 | 08:34 pm

Good morning. Stocks are obviously weak today, but something interesting has happened: bonds and gold are up, so at least for now, market participants are not blindly buy/sell everything at once. Pete...

Back in the Office 25 Aug 2013 | 07:54 pm

Good morning. I am officially back in the office as of today. The plan is to send out the final numbers for the week ending August 23 first, followed by updating the website, and backfilling research....

Update for Sunday 19 Aug 2013 | 05:13 am

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Update for Friday 16 Aug 2013 | 12:33 pm

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Update for Monday 12 Aug 2013 | 01:39 pm

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Global Economic Insight 12 Aug 2013 | 01:28 pm

A look at China Headwinds.

(Outside) Technical Commentary 12 Aug 2013 | 01:21 pm

"Over a more intermediate time frame, one can see how conditions could deteriorate enough in coming weeks/months to suggest a bigger market decline than we have seen since 2011."

Stock Picks for August 12 – 16 12 Aug 2013 | 08:09 am

The Select 20 a list of twenty stocks selected from a symbol universe of large cap, liquid stocks based on the S&P 100 Index, NASDAQ 100, and top stocks held by hedge funds.

Capex Spending 9 Aug 2013 | 10:05 am

Since the start of the recovery, US labor productivity--economic output per unit of labor input--has grown at an anemic 1.4% annual rate, with particular weakness over the past year.

How Different is Detroit: A story in pictures 9 Aug 2013 | 10:02 am

Must read.

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